Enter Budget Cost
Explanation
Use this activity to enter the budget costs that are to be connected to a work order. You can enter the
estimated values for personnel, material and external costs.
Budget page can be used to enter and view information on costs/revenues for a service request/work
order associated with the cost types; Personnel, Material, Expenses, External, Tools and Fixed Price. The revenue
information is only used in IFS/Service Management and this information is only visible if a customer is defined in
the work order. A summary row is displayed at the bottom of the page. The page contains information on the
following:
- Budget Costs/Budget Revenue
- Planned Costs/Planned Revenues
- Actual Costs/Actual Revenues
Further this page comprises of following graphs:
- WO Analysis - A bar graph which represents the cost and revenue information of the work order
categorized through Budget, Planned and Actual information and with the relevant cost types.
- Cost Summary - A bar graph which represents the cost information of the work order categorized through
Budget, Planned and Actual costs and as well as the work order cost types.
- Revenue Summary - A bar graph which represents the revenue information of the work order categorized
through Budget, Planned and Actual revenues and as well as the work order cost types.
- Actual Cost - A pie chart which represents a graphical view of cost proportions.
- Actual Revenue - A pie chart which represents a graphical view of revenue proportions.
- In addition actual, planned and budget margin percentages are displayed in the Margin section.
Prerequisites
Before the budget values are entered, the following must have been completed:
- Current work order retrieved in the window.
System Effects
As a result of this activity, the budget costs for personnel, material, and external costs are connected to the
work order.